Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
FRC: Income Planning Interest May Have Peaked
By Staff WriterResearchers at Financial Research Corp. have found that investment firm managers want to get back to basics.In 2005, when FRC, Boston, studied the retirement income ...
October 03, 2007
Lincoln Moves To Finance UL ReservesAn insurer is trying to use Wall Street money to release about $300 million now locked in statutory capital.Lincoln National Corp., Philadelphia, says it has ...
October 01, 2007
IRA Rollovers ReboundIt looks as if there's a group of people with a significant amount of money that are in need of your services when it comes...
October 01, 2007
Singles and Special-Needs ClientsMicki Pitch runs a two-generation practice in Cedar Knolls, New Jersey, with her eldest son, Joe. They specialize in serving the investment and retirement needs...
October 01, 2007
Helping the Most Vulnerable RetireesLawmakers, the Securities and Exchange Commission, and state regulators are bent on making sure advisors with designations touting expertise when it comes to helping seniors--the...
October 01, 2007
Lesson 9: Moral HazardOne of the theoretical foundations of modern insurance pricing is a principle called "moral hazard." It lies at the heart of many actuarial models, is...
October 01, 2007
The Longevity RacePerfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...
October 01, 2007
The First Annual ETF Hall of FameWelcome to Research Magazine's first annual ETF Hall of Fame. The three advisors who have won our competition not only use ETFs but are long-time...